Matthew Nagel is a financial advisor at Raymond James & Associates with nine years at the firm and a total of five years in the industry. He holds the Series 66 designation and previously worked at LSP Planning and Kelly Services USA LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning, advisory, and institutional consulting services with a focus on tailored, non-discretionary investment advice.

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Thomas Keech is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2005. Outside of his advisory work, he is a personal owner of residential rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, providing financial planning, non-discretionary investment consulting, and institutional consulting, supported by a broad network of advisers and a range of portfolio management styles.

Matthew Tatham is a financial advisor with J.P. Morgan Securities in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Kuruzovich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Annlouise Bleecker is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at Franklin Templeton Investments. She is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Joseph Sheppard is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tampa Blue Tide from 2014 to 2018. Based in St. Petersburg, FL, he has been with Raymond James since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and consulting services with a range of portfolio management styles and affiliated research resources.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Lynne Whitehead is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Raymond James and its affiliated entities since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Joshua Shulman is a CFP® with 27 years of industry experience and is associated with Raymond James Financial in St. Petersburg, FL. He has held roles at multiple firms, including Wells Fargo Clearing and Banc of America Investment Services, and has been involved with Sherpa Wealth Planners, LLC since 2016. Outside of his advisory work, he is the owner of Sherpa Wealth Partners, LLC, which provides financial advisory and investment support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance, SIMPLE IRA employer advisory services, and targeted industry partnerships.

Charles Keeley III is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations. Prior to joining Edelman Financial Engines in 2026, he worked at Raymond James Financial Services and Fidelity Personal and Workplace Advisors. Keeley is also the CEO of Keeley Integrated Services & Solutions LLC, an LLC he formed to sell software licenses to government entities but has not yet engaged in sales activity. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.

Vicki Ispas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Joseph Meccia is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He worked at INVEST Financial Corp for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kristin Bonnell is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Richard Azan is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones for five years. His career also includes roles in academic support at Florida International University and its Student Academic Success Center. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

James Dowdell III is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Crothall Healthcare, as well as a period working with the Texas Rangers. Dowdell has been with Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Deborah Cicatelli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for nine years before joining Raymond James in 2018. She serves as a committee member of the Edge Water Reserve Homeowners Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with tailored financial planning and consulting services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

Shelley Borm is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. She is also involved in a prudential-sponsored non-variable insurance business at her current firm location. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

Shawn Barko is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with Raymond James & Associates since 1995 and serves as a current member of the active list of FINRA arbitrators. Barko also contributes as a finance committee member for United Way Suncoast. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Aidan O'Dowd is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. He has held a variety of roles outside of finance, including working as a store associate at DICK'S Sporting Goods and serving as lead web developer and 50% owner of O'Barra, LLC, a web development company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, and institutional clients, utilizing both proprietary programs and third-party asset managers.